Portfolio Management Services (PMS)Compare Schemes
Tulsian - PMS vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Tulsian - PMS
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.21%
4.93%
6 Months
21.04%
2.72%
1 Year
21.34%
22.88%
3 Years
19.08%
20.47%
5 Years
23.67%
15.12%
Since Inception
—
17.02%
Fund Age
6 yrs 4 mo
6 yrs 11 mo
AUM
₹364.08 Cr
₹261.05 Cr
Alpha – 1 Year
21.69%
18.16%
Alpha – 3 Years
10.08%
8.38%
Information Ratio – 3 Years
0.52
0.98
Volatility – 1 Year
32.28%
17.62%
Volatility – 3 Years
28.08%
15.64%
Beta – 1 Year
1.47
0.83
Beta – 3 Years
1.60
0.87
Sharpe Ratio – 1 Year
0.58
0.97
Sharpe Ratio – 3 Years
0.57
0.94
Worst Rolling Year
15.61%
7.22%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−31.98%
−19.96%
Recovery Period
457 days
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
28.21%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 10%
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
Top 5 Holdings
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
7.50% / yr
2.00% / yr
Performance Fee / Plan
13% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%